See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,721 | $99,877-18.2% | $84,966-3.8% | $145,922-44.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 83.76%-73.9pp | 66.38%-56.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $7,817 | $3,231+141.9% | $2,727+186.6% | $4,660+67.8% |
| Participant deferral / active EE | $12,709 | $5,291+140.2% | $4,519+181.2% | $6,688+90.0% |
| Admin fee / account holder | $15 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |